Clover POS Tips That Can Make Your Life So Much Easier
If you run a business, you already know how important it is to keep things running smoothly. Whether you are in retail, a restaurant, or any other service, having the right point-of-sale (POS) system can save you time and reduce stress.
Clover POS is one of the most popular systems in Canada because it's easy to use, flexible, and works for many types of businesses. But are you using it to its full potential?
In this blog, we’ll go over some helpful Clover POS tips that can make your life a lot easier. Even if you have been using it for a while, you might discover something new.
1. Set Up Custom Shortcuts
Clover lets you create custom shortcuts on your home screen. If you are always going to the same features, like refunds or reports, placing shortcuts on the main screen can save time.
This is especially useful in busy environments like cafés or small restaurants where every second counts. You can also adjust which apps appear on your Clover dashboard, keeping only what you actually use.
If you're exploring different Canadian POS systems, this feature alone can help speed up day-to-day tasks.
2. Take Advantage of Employee Permissions
Many business owners don’t realize how much control Clover gives them when it comes to staff access. You can assign roles to employees, allowing or restricting access to certain functions.
This helps prevent mistakes and keeps sensitive info like reports and refunds limited to trusted staff. It also keeps your employees focused on what they need to do, which improves workflow.
3. Use Clover’s Reporting Features Daily
Clover has built-in reports that show you sales, payments, and customer trends. These reports are clear and easy to read, even if you are not used to looking at business data.
Checking your sales reports daily can help you:
- Track your best-selling items
- Understand busy hours
- Keep an eye on refunds or discounts
Compared to some of the Best POS Systems on the market, Clover makes business insights simple and accessible.
4. Sync with Third-Party Apps
Clover supports many third-party apps that can be added directly from the Clover App Market. These apps help with everything from loyalty programs to inventory and staff scheduling.
Some apps even allow you to connect with delivery platforms or offer gift cards, which is great for small businesses trying to grow their customer base.
Just remember, not all apps are free. It's a good idea to test a few and see what fits your needs best.
5. Use Clover for Online Ordering
If you are in the food or retail industry, setting up online ordering through Clover is a smart move. You can link your system with your website, and customer orders go straight to your POS.
This reduces mistakes and saves time spent on the phone. Clover also lets you manage pickup and delivery orders, all from the same screen.
Businesses using Canadian POS systems that support online ordering often find it easier to meet customer expectations in busy seasons.
6. Automate Customer Feedback
Clover can automatically send customers a receipt via email or text and ask for feedback. This helps you learn what your customers like and what could be improved.
You can also set up loyalty rewards based on their purchase history. Happy customers are more likely to return, and you don’t have to spend extra time managing it manually.
7. Keep Your System Updated
It might sound simple, but keeping your Clover POS updated is one of the easiest ways to avoid issues. Updates often include bug fixes, new features, and security improvements.
You can set your system to update automatically during off-hours so it doesn’t interrupt your business.
8. Organize Your Menu or Product List
For restaurants, cafés, or any business with many items, organizing your menu in Clover helps speed up checkout. Use categories, tags, and modifiers to keep things clear.
For example, if you sell burgers, you can set up modifiers for cheese, toppings, or side dishes. This way, your staff doesn’t have to type in custom notes or ask extra questions.
This level of customization is one of the reasons Clover ranks among the Best POS Systems for food service businesses.
Keep Exploring New Features
Clover is a tool that can grow with your business. The more you explore its features, the more you’ll get out of it.
If you are not sure where to start or need help setting things up, we at Blockpay Innovations provide support, advice, and service plans tailored for businesses using Clover and similar systems.
Have questions or need help getting started? Call us at +1 (888) 831 2883. We are here to help.
